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In this episode, we discuss the sharp tech and crypto sell-off, SpaceX falling back to its $150 launch price, and Micron's new strategic memory agreement with Anthropic.

00:00 Introduction

00:40 Crypto Headlines and Web3 Roundup

06:11 Reading The Sell-Off and Hiking Cycle Concerns

11:27 Polymarket Fed Odds and the Crypto Bear Market

18:34 The Global Tech Sell-Off and Leveraged FOMO Trading

24:23 Micron's Strategic Memory Deal With Anthropic

29:23 Apple, Local Models and the RAM Shortage

35:27 The Privacy Thesis and Running Models Offline

41:18 Apple As A Long-Term Trade Idea

45:24 Sitting On The Sidelines and Why SpaceX Is The Risk Tell

51:00 Why SpaceX Lost Its Appeal and Is AI Profitable Yet

54:24 Closing Thoughts and Bitcoin Tomorrow

The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.